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Pultegroup

759 hedge funds and large institutions have $14.9B invested in Pultegroup in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 275 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 275

0.26% more ownership

Funds ownership: 90.46%90.72% (+0.26%)

1% less funds holding

Funds holding: 765759 (-6)

5% less capital invested

Capital invested by funds: $15.7B → $14.9B (-$804M)

11% less call options, than puts

Call options by funds: $435M | Put options by funds: $489M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
759
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
12.05%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
94
Increased
278
Reduced
275
Closed
91
Calls
$435M
Puts
$489M
Net Calls
-$54.4M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
701
West Oak Capital
California
$9K
PB
702
Pinnacle Bancorp
Nebraska
$8.52K
MFT
703
Moisand Fitzgerald Tamayo
Florida
$8.37K
EBA
704
Eagle Bay Advisors
New York
$7.92K
JWM
705
Janiczek Wealth Management
Colorado
$7.85K +$8.45K +106 New
Fidelity International
706
Fidelity International
Bermuda
$7.78K +$8.37K +105 New
BLC
707
Brown, Lisle/Cummings
Rhode Island
$7.41K
NMG
708
New Millennium Group
Utah
$6.59K
LOIM
709
Liberty One Investment Management
Illinois
$6.54K -$80 -1 -1%
LC
710
Lindbrook Capital
California
$6.44K
MAM
711
Marquette Asset Management
Minnesota
$6.15K -$5.66K -71 -46%
GKIM
712
GW&K Investment Management
Massachusetts
$6K -$159 -2 -2%
Kayne Anderson Rudnick Investment Management
713
Kayne Anderson Rudnick Investment Management
California
$5.26K
CSC
714
Caldwell Sutter Capital
California
$5.11K
AA
715
AlphaMark Advisors
Kentucky
$5K +$5.18K +65 New
SIC
716
SJS Investment Consulting
Ohio
$4.81K
LFA
717
LGT Financial Advisors
Texas
$4.52K +$4.86K +61 New
HCM
718
Hollencrest Capital Management
California
$4.44K
GWSA
719
Global Wealth Strategies & Associates
Colorado
$4.22K
CTA
720
Colonial Trust Advisors
South Carolina
$4.15K -$877 -11 -16%
HIA
721
Harbor Investment Advisory
Maryland
$4.07K
CAL
722
Capital Advisors Ltd
Ohio
$4K
KFP
723
KB Financial Partners
New Jersey
$4K
TFGT
724
TS Financial Group (TSFG)
Illinois
$4K
RTL
725
Red Tortoise LLC
Georgia
$4K

PHM Hedge Fund Activity: Q3 2023 in Review

759 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2023, worth a combined $14.9B — down 5.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PHM positions and 91 closed out — a net gain of 3 holders — while 278 added to existing stakes and 275 trimmed.

The largest buyer was Squarepoint, adding an estimated $78.9M. The largest seller was Harris Associates, cutting an estimated $160M.

  • 759 institutional investors held Pultegroup (PHM) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $14.9B of Pultegroup stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 94 funds opened new Pultegroup positions in Q3 2023 and 91 closed out, a net change of +3 holders.
  • The largest Pultegroup buyer in Q3 2023 was Squarepoint, an estimated $78.9M added.
  • The largest Pultegroup seller in Q3 2023 was Harris Associates, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.